+955.2%
APH vs OXY
+11.9%
+943.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.0% | -3.0% | -1.3% |
| 7D | -5.0% | -5.8% | +0.8% | -4.1% |
| 30D | -8.4% | -5.3% | -3.0% | -7.6% |
| 3M | -4.5% | -2.5% | -2.0% | -4.3% |
| 6M | +25.3% | +8.3% | +17.0% | +22.7% |
| YTD | +18.9% | +40.3% | -21.4% | +10.1% |
| 1Y | +11.9% | +38.8% | -26.9% | +3.7% |
| 3Y | +278.0% | -1.4% | +279.4% | +268.1% |
| 5Y | +306.4% | +92.2% | +214.2% | +240.6% |
| 10Y | +955.2% | +13.7% | +941.5% | +783.6% |
| All | +955.2% | +11.9% | +943.3% | +783.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OXY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling